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FXC vs. SOXQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FXC vs. SOXQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco CurrencyShares® Canadian Dollar Trust (FXC) and Invesco PHLX Semiconductor ETF (SOXQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FXC achieves a -1.15% return, which is significantly lower than SOXQ's 96.72% return.


FXC

1D
-0.41%
1M
-2.04%
YTD
-1.15%
6M
0.45%
1Y
-1.04%
3Y*
0.12%
5Y*
-1.87%
10Y*
-0.20%

SOXQ

1D
1.42%
1M
32.12%
YTD
96.72%
6M
91.61%
1Y
181.76%
3Y*
59.40%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FXC vs. SOXQ - Yearly Performance Comparison


2026 (YTD)20252024202320222021
FXC
Invesco CurrencyShares® Canadian Dollar Trust
-1.15%5.24%-5.96%4.35%-6.44%-4.02%
SOXQ
Invesco PHLX Semiconductor ETF
96.72%43.11%20.16%66.74%-35.59%24.82%

Correlation

The correlation between FXC and SOXQ is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

Correlation (3Y)
Calculated over the trailing 3-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Jun 14, 2021

0.31

The correlation between FXC and SOXQ shifts across timeframes, from 0.13 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

FXC vs. SOXQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FXC
FXC Risk / Return Rank: 66
Overall Rank
FXC Sharpe Ratio Rank: 66
Sharpe Ratio Rank
FXC Sortino Ratio Rank: 66
Sortino Ratio Rank
FXC Omega Ratio Rank: 55
Omega Ratio Rank
FXC Calmar Ratio Rank: 66
Calmar Ratio Rank
FXC Martin Ratio Rank: 66
Martin Ratio Rank

SOXQ
SOXQ Risk / Return Rank: 9696
Overall Rank
SOXQ Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
SOXQ Sortino Ratio Rank: 9595
Sortino Ratio Rank
SOXQ Omega Ratio Rank: 9595
Omega Ratio Rank
SOXQ Calmar Ratio Rank: 9797
Calmar Ratio Rank
SOXQ Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FXC vs. SOXQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco CurrencyShares® Canadian Dollar Trust (FXC) and Invesco PHLX Semiconductor ETF (SOXQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


FXCSOXQDifference
Sharpe ratioReturn per unit of total volatility

-5.66

Sortino ratioReturn per unit of downside risk

-5.53

Omega ratioGain probability vs. loss probability

0.97

1.72

-0.76

Calmar ratioReturn relative to maximum drawdown

-0.28

11.73

-12.01

Martin ratioReturn relative to average drawdown

-0.52

45.01

-45.54

FXC vs. SOXQ - Sharpe Ratio Comparison

The current FXC Sharpe Ratio is -0.23, which is lower than the SOXQ Sharpe Ratio of 5.43. The chart below compares the historical Sharpe Ratios of FXC and SOXQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FXCSOXQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.23

5.43

-5.66

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.05

0.98

-1.03

Drawdowns

FXC vs. SOXQ - Drawdown Comparison

The maximum FXC drawdown since its inception was -35.39%, smaller than the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for FXC and SOXQ.


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Drawdown Indicators


FXCSOXQDifference

Max Drawdown

Largest peak-to-trough decline

-35.39%

-46.01%

+10.62%

Max Drawdown (1Y)

Largest decline over 1 year

-3.78%

-15.59%

+11.81%

Max Drawdown (3Y)

Largest decline over 3 years

-7.34%

-39.36%

+32.02%

Max Drawdown (5Y)

Largest decline over 5 years

-13.53%

Max Drawdown (10Y)

Largest decline over 10 years

-15.46%

Current Drawdown

Current decline from peak

-28.86%

0.00%

-28.86%

Average Drawdown

Average peak-to-trough decline

-19.92%

-12.96%

-6.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.98%

4.06%

-2.08%

Volatility

FXC vs. SOXQ - Volatility Comparison

The current volatility for Invesco CurrencyShares® Canadian Dollar Trust (FXC) is 0.77%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 13.44%. This indicates that FXC experiences smaller price fluctuations and is considered to be less risky than SOXQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FXCSOXQDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.77%

13.44%

-12.67%

Volatility (6M)

Calculated over the trailing 6-month period

3.28%

26.70%

-23.42%

Volatility (1Y)

Calculated over the trailing 1-year period

4.50%

33.78%

-29.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.37%

36.38%

-30.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.66%

36.38%

-29.72%

FXC vs. SOXQ - Expense Ratio Comparison

FXC has a 0.40% expense ratio, which is higher than SOXQ's 0.19% expense ratio.


Dividends

FXC vs. SOXQ - Dividend Comparison

FXC's dividend yield for the trailing twelve months is around 0.26%, which matches SOXQ's 0.26% yield.


PositionTTM20252024202320222021202020192018201720162015
FXC
Invesco CurrencyShares® Canadian Dollar Trust
0.26%0.55%2.23%2.01%0.31%0.00%0.19%0.75%0.42%0.02%0.00%0.02%
SOXQ
Invesco PHLX Semiconductor ETF
0.26%0.50%0.68%0.87%1.36%0.72%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FXC and SOXQ have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SOXQ has higher volatility (13.44%) compared to FXC (0.77%). In terms of maximum drawdown, FXC dropped -35.39% vs SOXQ's -46.01%.

On 3-year performance, SOXQ leads with 59.40% vs 0.12% for FXC. On fees, SOXQ is cheaper at 0.19% per year. On volatility, FXC has been the lower-risk option at 0.77%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, SOXQ has performed better with a 59.40% return vs 0.12%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SOXQ is cheaper with a 0.19% expense ratio, compared with 0.40% for FXC.

FXC and SOXQ have nearly identical dividend yields, around 0.26%.

FXC is categorized as Currency, while SOXQ is Semiconductors. FXC tracks Canadian Dollar, while SOXQ tracks PHLX Semiconductor Sector Index. Their fees differ too: 0.40% for FXC and 0.19% for SOXQ.

SOXQ currently has the higher Sharpe Ratio (5.43 vs -0.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for FXC and SOXQ

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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